Category Archives: Business

How Important is Your Team?

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Is your business a team sport? Do you regularly give credit to your team for the success of your business? Or do you view your success as all your own?

How important is your team? Take some time to consider this question. If you feel you couldn’t do it without the team behind you, how do you give credit to them and show appreciation?

Jordan Spieth, in a post-Masters interview regarding his spectacular Green Jacket win,

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Positioning for the Win

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The Wall Street Journal recently ran an article on how one college basketball team, Kentucky, prepares for its opponents (“NCAA Tournament: Why Kentucky Hardly Bothers With Film Study”). They don’t spend much time studying game tapes of their opponents like most other basketball teams. They may have decided that their talent supersedes their preparation. And for most of the year it worked – but did it cost them? Would the outcome be any different if they focused more on preparation to position themselves for the win?

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Let’s Talk: The Glue of Great Relationships

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LOL, EOD, BRB, TY, and YW might be key elements of the way we communicate in a texting, emailing, social media-obsessed world, but they don’t make for high quality communication or conversation. With communication becoming more and more diluted by technology, there is a higher than ever importance of valuing great conversation—an essential element in building strong, mutually beneficial, and profitable relationships for financial professionals.

Conversations are the building blocks of relationships. Without them,

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The 5 Great Myths about Referrals

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It has been proven that one of the best ways to build your client base is through referrals. But is this really a sustainable strategy? If you’re like many agents and advisors, you’re not quite sure how to persuade current clients to regularly offer them up amidst the turmoil. Do you know what may be stopping you from getting the referrals you deserve? Following are a few myths that have spread in the financial industry.

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Struggling to Stand Out?

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If you could stand out to your prospects as THE person or firm to work with, would it change your business? Have you focused any effort on trying to stand out amongst your competitors, or have you assumed that it’s just not possible?

If you have focused on standing out (which is possible, of course!) how are you directing your efforts? Oftentimes professionals target their efforts on having an active presence on social media,

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